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User onboarding overview

User onboarding

This guide walks you through onboarding a user in the Investment API. It includes user creation, regulatory checks and regulatory identifiers.

Our flexible regulatory checks ensure that the onboarding process only takes a few seconds instead of days.

This guide focuses on adding individual users. For information on adding businesses, refer to the Business accounts section.

Prerequisites

  • Authentication scopes — users:admin

    For more information, refer to Authentication scopes.

  • Webhook handler ready — Set up a webhook endpoint to listen for user lifecycle events.

    For more information, refer to Implementing webhooks.

  • You can start onboarding users as soon as you have completed the steps listed in the "Getting started" tutorial.

  • Support for information on the user’s tax residency and the Common Reporting Standard (CRS) is currently under development and will follow soon. Currently, we only onboard users that are non-US persons.

Implementation steps

Read the next chapters, in which we describe step by step how you can onboard a user.